+84.5%
AAPL vs SPMO
+154.5%
-69.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.8% | +5.4% | +4.5% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +7.1% | -0.7% | +7.8% | +7.2% |
| 3M | +12.1% | +2.8% | +9.3% | +7.5% |
| 6M | +25.4% | +24.4% | +1.0% | +3.7% |
| YTD | +20.5% | +24.2% | -3.7% | -0.3% |
| 1Y | +44.5% | +24.5% | +20.0% | +19.0% |
| All | +84.5% | +154.5% | -69.9% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SPMO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling